Top San Francisco Bay Area, CA Financial Services Companies (420)

Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how...

Human Interest exists to close the retirement savings gap in America. We empower all businesses, no matter their size, to safeguard the financial futures of their employees. We’ve raised $500M and are backed by leading investors, including Blackrock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Ascend is the first modern insurance payments platform that provides automated, all-in-one financing, collections, and payables. We help distributors sell more by eliminating labor intensive processes and providing customers with the great online checkout experience they expect. We’re hiring across GTM, engineering and business functions - email us at [email protected] if you're interested in learning more.

Boku Inc. (BOKU.L) is the leading global provider of local mobile-first payments solutions. Global brands including Amazon, DAZN, Meta, Google, Microsoft, Netflix, Sony, Spotify, and Tencent rely on Boku to reach millions of new paying consumers who do not use credit cards with our purpose-built payment network of more than 250 local payment methods that reach 7 billion accounts across...

PayJoy's mission is to deliver access to credit to the next billion people in emerging markets worldwide. Our unique mobile security technology gives customers the ability to afford their first smartphone on credit, using the phone itself as collateral, and then provides further access to credit to help weather life's unexpected financial surprises and climb the ladder of economic well-being. Founded...

Anrok is the modern sales tax solution for SaaS businesses. With Anrok, finance leaders can easily monitor, calculate, and remit tax across any financial stack. By connecting your invoicing, payment, and employee systems to a single platform for tax compliance, businesses can automate the manual work and reduce unnecessary expenses around sales tax and VAT. Take tracking remote employees for...

NFX is a pre-seed & seed stage venture firm. We believe that creating something of true significance starts with seeing things others do not.

Finalis is the leading platform enabling the securities brokerage landscape to operate legally and compliantly. The firm delivers a white-labeled regulatory affiliation and compliance back-office solution that supports a wide range of private market dealmaking including M&A, capital raising, private placements, direct participation programs, fintech marketplaces, and alternative investment sponsors. At the same time, Finalis provides additional leverage to securities brokers...

Enterprise-grade AI Agents that instantly automate manual workflows in compliance and operations. Founded by the team that scaled Brex 10X in a year and led product, engineering and design at Coinbase, Salesforce and Twitter.

GoingVC is built around the idea of making venture capital education, investing, networks, and talent more accessible to those with the desire to succeed. GoingVC’s flagship program has trained several hundreds of members and alumni globally in the business of VC, and its angel education program provides access to vetted angel investment opportunities, tools, and frameworks to help them become more...

Klarna was founded in 2005 in Stockholm, Sweden with the aim of making it easier for people to shop online. In the last 15 years, technology has evolved, excited and transformed the world around us, yet our mission remains as relevant as ever, to make paying as simple, safe and above all, smoooth as possible.

Migo is an embedded lending platform that enables companies to extend credit to consumers and small businesses in their own apps. Migo builds proprietary ML algorithms to assess credit risk using the company’s data then automates credit facilities via cutting-edge cloud infrastructure, simplifying the complex world of lending with a simple API. Migo also expands economic access by enabling credit...

Credit Karma is focused on championing financial progress for over 110 million members in the U.S., Canada and U.K. While we're best known for pioneering free credit scores, our members turn to us for resources as they work toward their financial goals. This includes tools for credit and identity monitoring, credit card recommendations, shopping for loans (car, home and personal),...

Earnin’s mission is to build a financial system that works for people. Every year, while Americans wait for their paychecks, more than $1 trillion of their hard-earned money is held up in the pay cycle. As a result, we accumulate over $50 billion in late and overdraft fees and turn to high-interest loans. We seek to eliminate those fees and...

Boutique investment bank focused on middle-market M&A and capital raising for mature and growth software companies.

Flex helps leading health and wellness brands increase AOV by up to 50% and boost checkout conversion by 30% with the only HSA/FSA payments infrastructure purpose-built for eCommerce.

Founded in 2015, Zeta is a provider of next-gen credit card processing platform. Zeta’s cloud-native and fully API-enabled stack offers a comprehensive range of capabilities, including processing, issuing, lending, core banking, fraud detection, and loyalty programs. With a strong focus on technology, Zeta has over 1700+ employees and contractors, with more than 70% dedicated to technology roles. Operating across the...

Waystone is the leading provider of institutional governance, risk and compliance services to the asset management industry. Partnering institutional investors, investment funds and asset managers Waystone builds, supports and protects investment structures and strategies worldwide. With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now supporting asset managers with more than US$2Tn...

Sierra Ventures is a Bay Area based early-stage venture firm investing globally with a focus on Next Generation Enterprise and Emerging Technologies. With over three decades of experience and over $2 billion of assets under management, Sierra has created a vast network of successful entrepreneurs, Fortune 1000 CXOs, operational executives, and deep domain experts, providing a platform for entrepreneurs around...

Oportun is an A.I.-powered digital banking platform that seeks to make financial health effortless for anyone. Driven by a mission to provide inclusive and affordable financial services, Oportun helps its nearly 1.5 million hardworking members meet their daily borrowing, savings, banking, and investing needs. Since inception, Oportun has provided more than $12 billion in responsible and affordable credit, saved its...